Investment adviser · CRD 337985
CORGI STRATEGIES, LLC
Investment adviser filing (IA)
CHICAGO, IL, United States · Form ADV filed Sep 23, 2026
- Regulatory AUM
- $799M Form ADV · Item 5.F
- Client accounts
- 206 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 206 | $799,330,000 | 100.0% |
Filing source
Form ADV 2131755 · Sep 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 23, 2026. View historical filings
Reported services
Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
200 W MADISON AVE, SUITE 3810CHICAGO, IL, 60606-3465, United States
CRD 337985
Filing source
Form ADV 2131755 · Sep 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.